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Jennifer Richard
Director, Gift Planning

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I want to leave something meaningful for my family, beyond just money or property. I have heard about “legacy letters,” but I do not really know what they are or how to start one. Can you help? A legacy letter, also known as an ethical will, is a personal note to your loved ones in which you can share your values, life lessons, cherished memories, hopes and guidance. Unlike a traditional will, which focuses on legal matters, a legacy letter expresses your values, experiences and relationships. Why write a legacy...
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The Department of Treasury has announced the activation of the new child IRA accounts also known as "Trump Accounts." These tax-deferred accounts formally launch later this summer. Treasury Secretary Scott Bessent reports that six million children have been enrolled in the Section 530A Trump Accounts. Parents and other qualified adults are submitting IRS Form 4547, Trump Account Election(s) to enroll. The Treasury also launched a smartphone app for the Trump Accounts. The smartphone app is controlled by the Department of Treasury, but it was developed by Bank of New York Mellon...
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Bill and Alice started their family business many years ago. The early years were very challenging. Both worked without...
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